[February Newsletter] Legacy Wealth 2024 is here, This Month's Essential Podcasts and more...

We've got a brand new fund on the horizon...

Monthly Newsletter | February 2024   Investor,   We're heading into March on a high note – a brand new fund is set to launch this spring and we're hosting our 2nd Legacy Wealth Summit for Passive Investors tomorrow, starting at 10am CT!   Without further ado...   If There's One ILAB Episode You Can't Miss This Month...   Now, if there is just one Invest Like A Billionaire podcast I would encourage our readers to listen to this month, it would be our latest on "How to Review A Deal Pro Forma"   This is essential listening for anyone looking to start building long-term wealth in the immediate future. If you've been paying attention to the real estate landscape this year, you've seen that a lot of operators are experiencing strife due to lack of experience and bad due diligence (among other things).    We're here to make sure you're equipped with the tools you need to lower your exposure to risk and increase your profits the smart way. This episode is one piece of the antidote.   Tune into our latest Top of Mind Podcast, "How to Review a Deal Proforma - Part 1" HERE   If you're looking to dive a bit deeper, I would highly suggest checking out...   Top Of Mind 143 | "Why Investors are Almost Always Wrong About Rates": Dive into the surprising data that explains why investor expectations re: interest rates have historically been wrong – and what it means for your investing.   Listen to the Episode HERE   Top of Mind 141 | "The Banks Are Not Okay":  Discover Bob and Ben's insights and analysis of bank balance sheets amidst talk of a commercial real estate crash.   Listen to the Episode HERE Ben's Podcast Appearance With Pro Sports Legend and Investing Expert, David Meltzer   Ben was recently featured on David Meltzer's Office Hours podcast, speaking alongside Dr. Eric Siegel to discuss how we deliver exceptional results to our investors through non-traditional investment vehicles.   One of our favorite moments of the podcast was when Dr. Eric Siegel notes the importance of "having an end-to-end practice" and knowing what success looks like from the get-go for optimal results in your endeavors.   With our commitment to a macro-driven investing model, we couldn't agree more... This is an extremely enlightening 40 minutes: Listen to the Podcast HERE   The 2024 Legacy Wealth Summit is Here! Register Below... It's Here: Brian Spear with Sunrise Capital Investors joins us again this year to discuss the cutting edge in Private Alternative Investing at the second annual Legacy Wealth Summit!   And... Special Guests, Wealth Without Wall Street are taking the stage alongside us to teach you about the many incredible advantages of the "Infinite Banking" model.   You're going to learn how to leverage the power of life insurance to create your own financial ecosystem that can weather all sorts of "unexpecteds" in the market.   We, ourselves, will be diving into a some extensive research we've done on the "Multifamily Meltdown" of 2023 and how investors can take advantage of Private Credit investing to grow and protect their capital – while helping multifamily operators in the process.    Pair all of this with some exceptional insights from Brian Spear into the "Infinite Return" investing model for consistent, long-term wealth generation and you've got one heck of a Thursday afternoon ahead...    It all happens TOMORROW @ 10am - 2pm CT Register for the Legacy Wealth Summit Here I look forward to seeing you there, Ben Fraser Managing Director, Chief Investment Officer Aspen Funds ben@aspenfunds.us P.S. There's still time to upgrade your ticket to VIP before tomorrow's Legacy Wealth Summit. There are several major advantages to doing so, detailed on this page. Aspen Funds, 5700 112th St., Overland Park, KS 66211, 800-940-1510 Unsubscribe Manage preferences